If you or someone you care about is interested in a complimentary consultation, use this link to send me an email and we can set up an appointment time that fits your schedule.
https://www.ameripriseadvisors.com/thomas.gregory
AMERIPRISEADVISORS.COM
Ameriprise Advisor
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. I'm here to help.
AMERIPRISE.COM
Dealing with job loss
Consider five factors that could influence stock prices in the final quarter of 2020.
Staying focused amidst uncertainty can help you reach your future financial goals.
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Keep an eye on the future with financial advice, focused on you.
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
I’m proud to share that Ameriprise Financial has been recognized as a Military Friendly® Employer for the 7th consecutive year by VIQTORY. Learn more: https://bit.ly/2It8WxW
Stock market losses can lead to emotional investing decisions. But I am here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
Working toward your long-term financial goals starts with making the next right move.
If you’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
Wishing you and yours a joyous Kwanzaa!
What’s your favorite winter activity?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Wishing you a very Merry Christmas!
Being organized can save you time and money. What are you doing to get better organized this month?
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
What are your wellness goals for the new year?
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
“I am content with what I have, little be it, or much.” - John Bunyan
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
Did you know: For every degree you lower your thermostat, you can lower energy costs by 5%. #moneysavingtips #energysavingstips #savetoinvest
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
How are you following your truth?
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file. I can work with your tax professional to help ensure you’re ready.
USATODAY.COM
IRS tax deadline changes with income taxes and payments due May 17 to give taxpayers more time amid COVID
"Do not give, as many rich men do, like a hen that lays her eggs ...and then cackles." - Henry Ward Beecher
Pandemic legislation, such as the CARES Act and Families First Coronavirus Response Act, include potential tax breaks for people who are self-employed. Let’s have a conversation with your tax professional about what you can do before you file.
MARKETWATCH.COM
If you’re self-employed, don’t file your taxes without taking advantage of these two new tax breaks
Because of the complex rules associated with the Social Security program, many retirees don’t realize they’re entitled to receive some benefits. I can help ensure you’re taking full advantage of the benefits you’ve earned.
AMERIPRISE.COM
3 tips to help you maximize your Social Security benefit amount
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
